Getting started with clients

First, add or import your clients, then start the onboarding jobs.

Add clients to Senta

There are a few ways you can add clients to Senta:

  1. Add clients manually.

  2. Import clients

  3. Add clients from Companies House

Add clients manually

It's quick and easy to integrate existing client data.

Adding a client to Senta by IRIS

  1. Go to Clients > Add client.

  2. Enter the client details.

  3. Select Save. Senta will now perform any client take-on tasks that are required. (You can customise your client take-on process.)

Import clients

Importing clients into Senta from a .csv file is much quicker than entering them manually.

If you don't have a .csv file, use one of our templates.

  1. Go to Clients > Import Clients.

  2. Upload your CSV file.

    For more information on preparing the CSV file, read Importing: Getting your CSV file ready

  3. Map the columns in your CSV file to fields in Senta.

  4. The CSV file will import all the rows, and create all your clients and contacts.

Add clients from Companies House

You can add clients straight into Senta from Companies House.

  1. Go to Clients > Add from Companies House.

  2. Search for clients by company name or company number.

  3. Choose whether to the company is a prospect or a client. When a company is added from Companies House, the following information is imported:

    • General tab:

      • Client name

      • Type

    • Address tab:

      • Address

    • Contacts tab:

      • Officer information as individual contacts

    • Limited company details (general) tab:

      • Company number

      • Date of incorporation

      • Accounting reference date

    • Limited company details (registered office) tab:

      • Address

    This is a one-off import tool. Data from Companies House will not sync with data in Senta after theinitial import.

Onboarding jobs

When you add a client, Senta will start the client take-on jobs. These jobs:

  • Gather extra information about the client

  • Remind you and your client when tasks are due

  • Remind you and the client about certain tasks, e.g. AML checks, professional clearance, etc.

Cancel jobs

However you add clients to Senta, the client take-on jobs will run. It's easy to cancel them

Remember: If you cancel the onboarding jobs, you must remember to add all of the key details for the client as you won't be prompted.